Quotes and stage changes log themselves; calls, emails and notes are yours to addOpen $2,060
How it works
01
Contacts & accounts
A quote order opens its contact and deal automatically; invoices inherit the account from the contact you pick.
02
Operations-derived pipeline
Stages follow the real lifecycle — lead → quote → order → delivered — not a manually maintained board.
03
AI assist
Draft follow-ups and summarize account activity from the actual operational record.
Live today
Printizmo runs accounts, contacts, and deals in production — the same CRM you'd use.
What the record holds
Built for accounts, not just names.
Shops sell to organisations, not to one name on an email thread. The account is the record, and the people attach to it — with their invoices and proofs behind them.
Accounts hold people
A club has a treasurer, a captain, and whoever emailed last. All three sit under one account with their own contact details.
Roles, notes, and who to actually call.
The deal logs its own history
Opening a deal from a quote order, a rejection, a revision request, a stage change — each writes itself to the deal as it happens. An imported Shopify order leaves its own note on the contact.
Automatic where the system can see it; typed where only you can.
The money picture, in one place
Open balance, lifetime value, and the last invoice and payment are worked out from your invoices and orders, and shown on the account.
You know what's owed before you quote again.
A worklist that knows what's late
A task carries a due date, an owner, and a completion. Overdue is not a status anyone sets — it falls out of the due date the moment it passes.
What has slipped surfaces on its own — you don't go looking for it.
From a list of accounts to today's calls.
AccountsSearchable, and split by retail or wholesale
Account detailPeople, type, and open balance
Deal activityQuote and stage changes logged for you, tasks and notes by you
